Mission and Values

Mission Statement

An Individual’s Quality of Life and Care guides our planning. We work with each person and/or their family with respect and dignity. We create legal and /or care solutions consistent with client’s priorities, usually involving:

  • appropriate living settings,
  • *property management,
  • property distribution,
  • care of other family member(s), and/or
  • incapacity planning.

*Everything you have acquired, sold or distributed during your lifetime.


Advocate: Listen to Vulnerable Voice

Integrity: Compassion, faith based

Excellence: All stages of planning, restoring client’s/family’s “peace of mind”

Team Focused: With clients, our firm & community

Response: Timely and clear